The training sessions take place in Los Angeles on December 8th and in San Diego on December 9th and are designed to help Dynamics GP users ensure an efficient and successful year-end close process. Both sessions are eligible for CPE credits. San Diego, CA, November 5th, 2015 – FMT Consultants, a leading Southern California Microsoft Dynamics GP…

Year-end close is approaching. Are you ready? Join us for one of our complimentary Dynamics GP year-end close training seminars in Los Angeles and San Diego, CA. Our Dynamics GP team will share best practices related to period-end and year-end processes for your Microsoft Dynamics GP system, and show you how to avoid common mistakes…

A common question that has come up recently is ‘How do I change the customer on an invoice?’ Well, in short, it’s not possible without significant unsupported updates to SQL data which compromises the audit trail that is part of a GAAP compliant accounting system such as Microsoft Dynamics GP. The good news is that…

Overview In the first part of this blog we demonstrated how to create and setup custom records in NetSuite. In this second part you will learn how to manipulate custom records and use them in the context of transactions. See part 1 of the blog series here: How to Create Custom Records in NetSuite – Step…

This article offers 6 time-saving and frustration-eliminating tips for Report Writer that will come in handy if you have been tasked to build or modify a report in Microsoft Dynamics GP. Tip #1- Make Sure to Back Up All Modified Reports! Here’s how to back up your reports: Open the Customization Window. You mush Highlight…

At FMT Consultants we recently reviewed a wide range of third-party SharePoint migration tools. Our choice of preference: Sharegate. Our experience with this migration tool was simply great. From installation to migrating, everything was simple and intuitive. Following are some of the Sharegate features that made it stand out from other SharePoint migration tools. UI…

Are you tired of spending time every year-end modifying your FRx or Management Reporter reports to report against the new budget? It can be a painful and time consuming process if you have lots of reports. Here is a simple solution to this annual headache: Create a budget called CUR_YR and another one called PRIOR_YR…

Below you’ll fint the spring 2015 Parature preview release guide. The guide contains information about the many new features and product enhancement within the areas of Knowledge Management, Support Ticketing, Self-Service Portal, Mobile, Social, Chat and Packaged Integrations. Contact FMT Consultants for more information about Parature from Microsoft. Download the full PDF guide here …

Southern California Dynamics CRM consulting firm, FMT Consultants, will be demonstrating the new features and product enhancements in Microsoft Dynamics CRM 2015 in Los Angeles and San Diego on February 17 and February 19, 2015. San Diego, CA, January 13, 2015 – FMT Consultants, a gold certified Microsoft Dynamics CRM partner, today announced its upcoming…

Linh Nguyen, Director of Finance and Operations at FMT Consultants, recognized for outstanding professional achievements and contributions with the San Diego business community. San Diego, CA, December 30, 2014 – FMT Consultants, a leading Southern California technology provider, recently announced that Linh Nguyen, Director of Finance and Operations, won the 2014 San Diego Women Who Mean…

Register now for our Dynamics CRM 2015 events in February 2015! Microsoft released the latest version of its robust Customer Relationship Management solution, Dynamics CRM 2015, in December, 2014. This page highlights some of the new key features and enhancements of Microsoft Dynamics CRM 2015. Download the Preview Guide as PDF here: Download Marketing Business…

Below you’ll find more details on the new system wide features and product enhancements for Microsoft Dynamics GP 2015: SmartList Designer Excel Refreshable Reports This feature will enable users to create refreshable Excel reports using SmartList Designer. Reports created from SQL views may be published to the Excel report library. By publishing a refreshable…

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